Surience Private Wealth’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-5,423
Closed -$295K 34
2023
Q2
$295K Sell
5,423
-53,522
-91% -$2.9M 0.42% 24
2023
Q1
$3.15M Buy
+58,945
New +$3.12M 4.64% 9

Other funds holding VEU

Surience Private Wealth's VEU Position: Q3 2023 in Review

Surience Private Wealth sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q3 2023, closing a stake of 5,423 shares — an estimated $295K sold.

Surience Private Wealth first reported a position in VEU in Q1 2023 and held it in 2 quarters. The position peaked at $3.15M in Q1 2023. 1,097 funds tracked by Wall St. Rank hold VEU as of Q3 2023.

  • Surience Private Wealth reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q3 2023 after selling out during the quarter.
  • Surience Private Wealth sold 5,423 Vanguard FTSE All-World ex-US ETF shares in Q3 2023, an estimated $295K.
  • Surience Private Wealth first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2023 and held it in 2 quarters.
  • Surience Private Wealth's Vanguard FTSE All-World ex-US ETF position peaked at $3.15M in Q1 2023.
  • 1,097 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2023.

Based on Surience Private Wealth's 13F filing for Q3 2023, filed 14 Nov 2023.